MICROSOFT DYNAMICS™ NAV TRAINING
NAV01 - System Overview & Architecture (2 Days)
Course Aims
The purpose of this course is to ensure that you:
- are familiar with the areas of the product that your company will use
- understand the base data and how it affects the way the system runs
- are able to make decisions on the data you wish to obtain from the system
- can identify areas of responsibility for your staff
- can identify areas of configuration in both functionality and display
- can identify those areas of the system that may be set up by transferring data from your existing system
Who should attend?
Managers and IT personnel who will be responsible for taking decisions
on the set up and functional specification of the system.
Pre-Requisites
None
Course Content
General Ledger
- Set up
- Chart of accounts (set up and enquiries)
- Periodic activities
- Bank accounts
- Account schedules
- Budgets
- Posting set up
Sales & Receivables
- How to set up Sales & Receivables
- Customer set up & enquiry
- Sales processing
- Periodic activities
Relationship Manager
- How to set up Contact Manager
- Working with prospects
- Working with contacts
- Definition of campaigns
- Periodic activities
Purchase & Payables
- Setting up Purchase & Payables
- Vendor set up and enquiries
- Purchase processing
- Periodic activities
Inventory
- Inventory set up
- Inventory set up & enquiries
- Working with transaction processing
- Periodic activities
Jobs & Resources
- The set up
- Resource set up
- Periodic activities
Fixed Assets
- Setting up your Fixed Assets
- Working with fixed Assets
- Insurance
- Maintenance
- Periodic activities
Other
- Security - users and groups
- Reporting
- General features including
- Screen formatting
- Filters - field, table and flow
- Sorting
- Lookup and find
- Trendscapes
- Navigate
